Connecting to Xero is easy!
Start off by logging into Credit management, you will be on the dashboard.
You will see your name at the top right of the dashboard.
Click Your name (Cameron Marsden in the screenshot) to show the menu.
Then click Integrations to go to the integrations page.
You will see a list of external service integrations that we support.
In this case, we are configuring Xero so click Go next to it.
You will see whether you are connected to Xero or not.
If this is the first time here, you will see that you are not connected and a “Connect to Xero” button.
Click on the Connect to Xero button and you will be prompted to authorise Credit management to access your company file.
Once you have successfully connected to Xero, this is what you will see.
Should you ever want to disconnect Xero for any reason, simply click the “Disconnect from Xero” button.
You will be able to reconnect if you do this by mistake.